Senior Financial Analyst

• Mentor and train financial analysts.
• Work closely with the Director of FP&A in all financial planning & analysis and decision support functions across supported Profit Centers.
• Review/Prepare income statement fluctuations ensuring explanations are clear, concise and adequately explain any variances.
• Analyze and track results relating to year-on-year growth, profitability, performance to budget and forecast across a broad range of metrics in support of business and finance leaders while seeking to optimize business performance.
• Review/Prepare budgets and forecasts across supported Profit Centers.
• Partner with Profit Center Leaders and senior leadership to enhance the financial analysis of the business including developing/fine tuning metrics and measures to increase insight on performance drivers of the business which provide senior leadership with clear, actionable business intelligence.
• Develop and maintain strong working relationships with Finance team, Profit Center Leaders, Senior Leaders, Accounting Centers Of Excellence, and operational teams throughout the organization.
• Provide standard and ad hoc analysis; look for new ways to analyze the business and drive productivity.
• Review/Prepare analysis, commentary, and presentation material for monthly, quarterly and annual financial review meetings.
• Assist with creation of PowerPoint presentations to senior leadership for both internal and external purposes that bring the data to life through compelling visualizations.
• Partner with stakeholders and functional peers to assist with the implementation of newer finance tools including Workday Adaptive Budget and Forecasting system, standardized Agency Management system, Data Warehouse, Risk Match, Carrier Scorecard analysis, and other technology initiatives across Arrowhead Intermediaries.

Requirements

• A minimum of 5+ years of experience in an analyst role.
• Must have experience in delivering projects and initiatives that deliver measurable financial results with a focus on driving organic growth.
• Bachelor’s degree in Finance, Accounting or related business discipline; Master’s degree preferred but not required.
• FPAC or CFA designation preferred but not required.
• Expert level proficiency in Microsoft suite; focus on Excel and PowerPoint.
• Proficiency in Microsoft Power BI preferred but not required.

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Hard Skills

• financial analysis
• budgeting
• forecasting
• data analysis
• performance metrics
• variance analysis
• business intelligence
• financial modeling
• project management
• organic growth strategies

Soft Skills

• mentoring
• communication
• collaboration
• relationship building
• presentation skills
• analytical thinking
• problem solving
• attention to detail
• adaptability
• leadership

Certifications & Qualifications

• FPAC
• CFA
• Bachelor's degree in Finance
• Bachelor's degree in Accounting
• Master's degree in Finance
• Master's degree in Accounting